Morton Community Bank’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.7M Buy
70,668
+6,919
+11% +$362K 0.92% 53
2025
Q1
$3.18M Sell
63,749
-2,227
-3% -$111K 0.83% 69
2024
Q4
$3.19M Sell
65,976
-147
-0.2% -$7.11K 0.84% 64
2024
Q3
$3M Sell
66,123
-520
-0.8% -$23.6K 0.78% 79
2024
Q2
$2.74M Buy
66,643
+1,274
+2% +$52.4K 0.77% 77
2024
Q1
$2.75M Buy
65,369
+142
+0.2% +$5.98K 0.79% 79
2023
Q4
$2.45M Buy
+65,227
New +$2.45M 0.8% 78